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True Wealth Design’s Woori Financial WF Stock Holding History

True Wealth Design’s Portfolio WF Stock Details WF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$22.7K Buy
301
+69
+30% +$4.86K 0.01% 779
2026
Q2 		$13.3K Buy
232
+107
+86% +$6.94K ﹤0.01% 962
2026
Q1 		$8.32K Buy
125
+36
+40% +$2.42K ﹤0.01% 1036
2025
Q4 		$5.23K Buy
89
+32
+56% +$1.78K ﹤0.01% 1071
2025
Q3 		$3.2K Buy
+57
New +$3.11K ﹤0.01% 1279

Other funds holding WF

Frank Rimerman Advisors
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
MA
MW Advisory Atlanta, Georgia $252M AUM
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

True Wealth Design's WF Position: Q3 2026 in Review

True Wealth Design increased its Woori Financial (WF) stake by 30% in Q3 2026, buying an estimated $4.86K and bringing the position to 301 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #779.

True Wealth Design first reported a position in WF in Q3 2025 and has held it in 5 quarters since. 30 funds tracked by Wall St. Rank hold WF as of Q3 2026.

  • True Wealth Design held 301 shares of Woori Financial worth $22.7K as of Q3 2026.
  • True Wealth Design bought 69 Woori Financial shares in Q3 2026, an estimated $4.86K.
  • Woori Financial made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #779 holding.
  • True Wealth Design first reported a position in Woori Financial in Q3 2025 and has held it in 5 quarters since.
  • 30 funds tracked by Wall St. Rank held Woori Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.